BTIEX Mutual Fund
BTIEX Mutual Fund
NAV$169.89
AUM$305M
TER0.25%
Holdings1
See how much of BTIEX you already own
BTIEX Mutual Fund
NAV$169.89
DWS Equity 500 Index Fund Class S
AUM$305M
TER0.25%
Holdings1
See how much of BTIEX you already own
BTIEX Mutual Fund Overlap Analysis
BTIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BTIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BTIEX may share significant positions with broad-market funds.
BTIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BTIEX tax-loss harvesting finds highly correlated but non-identical funds.